+27.6%
IR vs TECH
+25.9%
+1.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +3.7% | +0.2% | +3.5% | +3.6% |
| 30D | +7.4% | +0.3% | +7.1% | +7.3% |
| 3M | -5.9% | +1.3% | -7.3% | -6.3% |
| 6M | +5.6% | +54.0% | -48.4% | -6.9% |
| YTD | +4.8% | +24.3% | -19.5% | -3.0% |
| 1Y | +6.9% | +25.8% | -18.9% | -1.5% |
| 3Y | +27.6% | +26.0% | +1.6% | +20.3% |
| All | +27.6% | +25.9% | +1.7% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling